Logotype for LOG Commercial Properties e Participações S.A.

LOG Commercial Properties e Participações (LOGG3) Corporate presentation summary

Event summary combining transcript, slides, and related documents.

Logotype for LOG Commercial Properties e Participações S.A.

Corporate presentation summary

10 Nov, 2026

Business model and strategy

  • Vertically integrated model spans land identification, development, construction, leasing, management and selective asset recycling.

  • Modular warehouses target logistics operations of different sizes and client stages; geographic reach covers all regions of Brazil.

  • Development guidelines prioritize metropolitan areas with over 1 million residents, standardized projects and annual land acquisitions of 450,000–550,000 sqm.

  • Asset recycling and growth funded through own capital are central strategic pillars.

Brazilian logistics market

  • Brazil has 175 million sqm of total warehouse GLA, including 36.7 million sqm of Class A space; Class A represents 18% of stock.

  • Structural demand drivers include migration from obsolete warehouses, e-commerce growth, faster delivery needs and demand beyond the Southeast.

  • Expected Brazilian market growth is 2.5–3 million sqm annually, supported by rising demand and limited Class A supply.

  • Market supply has lagged net absorption; the 2026 São Paulo 30 km-radius pipeline is 47% pre-leased.

Development and operating platform

  • More than 2.8 million sqm of GLA developed since founding; managed GLA reached 2.985 million sqm in 2Q26.

  • 1H26 deliveries totaled 147,000 sqm, with 100% pre-leasing and gross absorption of 294,000 sqm.

  • Stabilized vacancy was 1.02% in 1H26, versus 5.7% for the Class A market; delinquency was 1% in 2Q26.

  • Leasing platform has 200+ managed clients, 1,000+ active brokers and over 450 leases closed since 2020.

  • Portfolio comprises 723,000 sqm across 22 assets, with 48.6% in the Southeast and 32.6% in the Northeast.

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